As a professional advisor you are in a unique position, not only to serve the charitable needs of your clients, but also to affect the well-being of our community. Funds established today at the Scranton Area Foundation will provide an essential stream of income decades ahead to meet the needs of a changing community.
We consider you to be our valued partners and we want to be a resource for you and your clients. We always respect and work within the relationship that advisors have developed with their clients. Whether you are an accountant, attorney, financial planner, insurance agent or other professional, we will work collaboratively with you to help your clients craft their charitable giving plans.
By pooling your clients’ contributions with our funds, economies of scale can be achieved through low overhead so more of their dollars benefit the causes they care about. For over 50 years the Foundation has been providing donors with a flexible, low cost, professionally managed mechanism to individuals accomplish their charitable goals and connect to the causes that they care about most.
Scranton Area Foundation supports Professional Advisers at every step in the giving process and we have developed unique resources for you to use to create an integrated approach to charitable giving and financial / estate planning activities.
It is no small task to develop a charitable plan that takes into account your client’s financial needs while considering their philanthropic goals. Having a full understanding of the many possibilities of charitable giving and their specific tax benefits can help your clients achieve financial, personal or business goals.
We have compiled an Advisor Charitable Giving Reference Guide to provide an in-depth look at Scranton Area Foundation and the resources that we can offer our Partner Advisors. We hope that you find this information helpful. Please don’t hesitate to Contact Us if you have any questions or concerns.
Download our Advisor Charitable Giving Reference Guide.